Holistic Planning, LLC First Tr Exch Trd Fd Viii Ft C Transaction History

Holistic Planning, LLC

$276 Billion
Q4 2024

A detailed history of Holistic Planning, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Holistic Planning, LLC holds 5,636 shares of DJUL stock, worth $241,502. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,636

Holding current value

$241,502

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$41.08 - $42.6 $231,526 - $240,093	5,636 New	5,636 $237 Million

Others Institutions Holding DJUL

# of Institutions

107

Shares Held

4.78M

Call Options Held

Put Options Held

Ogorek Anthony Joseph

769K
Shares

$33 Million
10.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

554K
Shares

$23.7 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

259K
Shares

$11.1 Million
0.01% of portfolio
Envestnet Asset Management Inc

231K
Shares

$9.92 Million
0.0% of portfolio
Ignite Planners, LLC

190K
Shares

$8.16 Million
1.85% of portfolio

View Full List

About FIRST TR EXCH-TRD FD VIII FT C

Ticker DJUL
Sector Technology

More about DJUL

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Holistic Planning, LLC First Tr Exch Trd Fd Viii Ft C Transaction History